Ability to identify user who generated report

Summary

Tracking of expedited report generation using routing entries (Enhancement 36130754)

Description

Tracking expedited (E2B and paper) reports generation and routing in the Report Details > Routing screen and audit logs is enhanced to capture entries for reports generated by both AG service and users.

When final reports are generated by the AG service or manually by users, a new row is now added to the Routing section in the Report Details > Routing screen invoked in the following locations:

• Case Form > Regulatory Reports > View Report Details
• Worklist > Reports > View Report Details
• Worklist > Bulk Transmit > View Report Details
• Worklist > Bulk ICSR Transmit > View Report Details
• Reports > Compliance > Expedited > View Report Details
• Reports > Compliance > Periodic > View Report Details
• Reports > Compliance > Submitted > Report Details
• Reports > Bulk Reporting > Report Details
• Local Affiliate > Report Distribution > Report Details
• Local Affiliate > Report Submission > Report Details

Each entry includes date/time, user, and associated comments. For paper and E2B reports generated by PSUR, CTPR, and NDA final reports, the date/time, user, and comments are similarly recorded in the Report Details screen.

Additionally, the Audit Log under Utilities > Logs > View Audit Log > Category > Cases now reflects the specific user (business or AG service) responsible for changing scheduled and generated states of expedited and periodic reports.

Note:

Report state transition and user details are available for actions performed after the upgrade to the 2026.1.01 release. Report state transitions that occurred before the upgrade are not displayed.